CITIC CLSA

Asia-focused capital markets and investment group

Sales Trader - Wealth Management

Sales & TradingConfirmed live in the last 24 hours

Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

A postgraduate degree in a related discipline.
SFC licensing for Type 1 and Type 2, with familiarity with local regulatory and compliance requirements.
Five to eight years of solid sales trading experience in equities and futures products.
Experience dealing with corporates, fund or investment managers, and/or hedge funds.
Familiarity with OTC bonds, funds, and structured products trading; virtual asset trading is an additional advantage.
Experience using Bloomberg and knowledge of algorithmic trading, DSA trading, and Excel.
A sales- and revenue-results focus, ability to work effectively under pressure, client orientation, willingness to work extended hours, independence, creativity, and an assertive attitude.
Good written and spoken command of English, Cantonese, and Mandarin.

Responsibilities

Execute equity orders in various markets for professional clients across all covered markets.
Maintain close business relationships and develop new accounts to maximize revenue.
Handle client requests and enquiries and provide information on market movements.
Liaise with dealers and the dealing team to execute client trades.
Analyze market information and trends to identify optimal trading opportunities.
Identify issues affecting clients’ investment decisions.
Develop and maintain client relationships and present trading ideas to clients.
Collect client information and feedback for the central client database.
Follow up on client account and sub-account opening documentation requirements.
Participate in ad hoc projects and system enhancements.

Desired Qualifications

Virtual asset trading experience.

Position Description

This position is to support the Sales Trading & Dealing team in business relationship development and responsible for maximizing revenues from Clients & Professional Investors. The overall objective is to drive revenue and to optimize profitability and resource utilization.

Key Areas of Responsibilities

Execute equity orders in various markets for professional clients in all covered markets
Maintaining close business relationships and developing new accounts to achieve maximum revenue
Handle client’s requests / enquiries and provide them with information on market movements
Liaise with dealers/ dealing team to perform trade execution for clients
Analyze market information and trends to identify optimal trading opportunities
Identify issues affecting clients’ investment decisions
Develop and maintain good relationship with the clients and present trading ideas to clients
Collect clients’ information and feedback to central clients’ database
Follow up client account/ sub-account opening documents requirement
Involve a role in Ad hoc Projects and system enhancement

Requirements

Postgraduate degree holder in related discipline
SFC licensed person with Type 1 and 2 and familiar with local regulatory and compliance requirements
5-8 years solid sales trading experience in equities and futures products
Experience in dealing with corporates, fund/investment managers and/or hedge funds
Familiar with OTC Bond, Funds and Structure Products trading; Virtual asset trading would be an addition
Experience in using Bloomberg with knowledge in Algo trading, DSA trading, Excel
Sales/ revenue result driven, able to work effectively under pressure and be a team player, client oriented and willing to work extended hours
Honestly, independent, creative and aggressive attitude
Good command of written and spoken English, Cantonese and Mandarin

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About the Company

CITIC CLSA

Asia-focused capital markets and investment group

CITIC CLSA provides capital markets and investment services in Asia and beyond, supporting global institutional investors, corporations, governments, and high-net-worth individuals. The company uses its award-winning research, extensive Asia network, and direct links to China to help clients access and invest in Asian markets. Its team operates across 13 countries in Asia, Australia, Europe, and the Americas, combining local knowledge with international reach. This mix helps clients execute deals, conduct in-depth market analysis, and grow their investment portfolios through China and Asia-focused opportunities. What sets CITIC CLSA apart is its deep regional network and China connections, which contrast with broader global banks and smaller regional firms. The goal is to enable clients to grow by leveraging Asia’s markets and China’s opportunities through expert advisory, research, and execution across the globe.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: $834.9M
Headquarters: Central and Western District, Hong Kong
Founded: 1986

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